Killik & Co wins Wealth Manager of the Year 2010

 

Investment Advice

Savings = Risk

At last it is recognised that there is no such thing as a riskless investment and that even cash carries risk. We have argued this for many years, but we don't pretend to have been prescient enough to have foreseen the current banking crisis. Our concern about the risk to cash was and remains the inflation risk. Even at the relatively modest rate of 3%, inflation halves the buying power of money over 23 years, whilst at 5% it halves over 14 years. These numbers need to be understood in the context of someone retiring at 60 on a fixed income.

It has never been more appropriate to take investment advice. Are the coming years likely to see a return to steady growth or continuing recession, a period of deflation or a period of inflation? No one knows, but are you adequately covered to meet any eventuality? Do you understand the full range of investment options open to you?

Killik & Co is a fully rounded house capable of providing both financial planning advice and investment advice. The former helps you to plan your strategy, utilising tax efficient vehicles where possible, whilst the latter then ensures that your monies are invested to meet your current circumstances, your likely future circumstances and your attitude to risk.

Investment Advice - you can't afford not to take it.

Request a copy of the Killik & Co brochure or call 020 7337 0520 to speak to a Broker now.

Why Killik & Co are different

  • We are a relationship firm, every single client has an allocated Broker, who is the single access point to provide investment advice, execution and to handle administrative issues. We hope that our clients will build long term relationships with their Broker. In addition, each client is allocated a Partner Responsible, more senior in the Firm than their Broker, to whom they can turn should they ever wish to.
  • We view ourselves as our client's agent, acting for our clients as they would act for themselves if they had our knowledge and experience.
  • Clients have complete access to our investment research, which is frequently referred to in the national press, including our highly regarded Daily Note and our quarterly review of markets called Confidant. Our Research coverage includes Equities, Bonds and Funds.
  • Research notes are sent by email to all existing holders of a Fund or Equity immediately upon publication and we also use SMS text messaging with the most urgent information.
  • Your Killik & Co stockbroker can offer you advice on market timing, the purchase of a single share, bond or fund, or the construction of a portfolio of investments. Our investment advice will be given in the context of the particular circumstances of each individual client
  • In current market conditions our clients are very interested in Bonds (Fixed Income Investments). Your Killik & Co Broker is able to offer advice on a wide range of Bonds issued by good quality companies, offering income yields far higher than those available through the Banks.
  • High yielding equities with good balance sheets are also proving popular and your Killik & Co Broker will be able to guide you through the widest range of investment opportunities.
  • Killik & Co prides itself in being able to deal in almost any security listed on almost all the World's markets and most Global Funds and Hedge Funds.
  • Killik & Co are one of the very few UK Stockbroking firms that offer their clients copies of the Reports & Accounts of the companies in which they are invested, along with the ability to vote their shares.

Request a copy of the Killik & Co brochure or call 020 7337 0520 to speak to a Broker now.

 

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